Ross Tax Pro

ROSS TAX PRO

254-Tax Consultants

Andreaa Chan'nel, MPA

EFIN 748335 · P03215544

ROSS TAX PRO SOFTWARE · 254-Tax Consultants · EFIN 748335

LIVE · MeF ACTIVE

Ross Tax Software

Professional SaaS

Enterprise-grade tax office management and return preparation system supporting federal and state compliance

White-Label Enabled— Each licensed ERO presents the platform under their own brand

ERO Scope: Ross Tax Pro is an Electronic Return Originator (ERO) responsible for tax preparation and transmittal only. Post-transmission processing, refund disbursement, and IRS master file operations are outside ERO control. For refund status, use the or .

Available Modules

Click any module to open it

8 modules active
Firm Management
Live
Multi-tenant tax office management, preparer workflow, and client assignment
  • Multi-office support
  • Preparer roles & PTIN
  • Client assignment
  • White-label branding
Client Portal
Live
Self-service document upload, questionnaire, and return status tracking
  • Document upload
  • Intake questionnaire
  • Return status
  • Secure PIN access
Return Preparation
Live
Form 1040, 1040-SR, 1040-NR with all schedules and worksheets
  • Form 1040/SR/NR
  • All schedules
  • Income worksheets
  • Deduction optimizer
Form 1065 Partnership
Live
Partnership returns with K-1 generation and basis tracking
  • Partnership returns
  • K-1 generation
  • Basis tracking
  • Guaranteed payments
Form 1120-S Corporation
Live
S-Corporation returns with reasonable compensation analysis and shareholder K-1s
  • S-Corp returns
  • Shareholder K-1s
  • Reasonable comp
  • Built-in assets
State Returns
Live
Louisiana and Texas state returns with multi-state apportionment
  • Louisiana (LA)
  • Texas (TX)
  • Multi-state apportionment
  • Conformity analysis
Analytics & Reporting
Live
Firm revenue tracking, preparer productivity, and client metrics
  • Revenue by preparer
  • Return volume
  • Acceptance rates
  • Fee analysis
System Settings
Live
Tax rates, engagement letters, e-file credentials, and integrations
  • Tax rate tables
  • Engagement letters
  • EFIN/PTIN config
  • SBTPG integration

Coming Soon: Advanced Features

IRS e-File integration (FIRE API)
State e-File for all 50 states
Bank product integrations (RAL/RAC)
Real-time refund status tracking
Multi-state apportionment engine
Automated organizer generation
OCR document parsing
Preparer PTIN & EFIN management
Andreaa Chan'nel, MPA
Role:ERO Admin
PTIN:P03215544
EFIN:748335
Signed in 04:36 PM
Session: 0m
SECURE

QUICK TOOLS

EXTERNAL

PrimeWeb FilingAccount NucleusSBTPG PortalIRS e-ServicesTX Comptroller
MeF ACTIVE

EFIN 748335 · TY2025